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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 25-6078093 | Bank Trustee | $234,377 |
Service code 11 · EIN 04-3222046 7 NEW ENGLAND EXECUTIVE PARK · BURLINGTON, MA 01803 | Actuarial | $169,659 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS Service code 29 · EIN 47-3374595 | Legal | $27,126 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $19,500 |
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 37-0533350 | Securities Custodian | $11,687 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 13.82% | 79.68%-65.9pp | 16.78%-3.0pp | 23.90%-10.1pp |
| Employer contribution / active EE | $1,526 | $21,735-93.0% | $26,328-94.2% | $16,539-90.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |